Manage Signatures

Electronic signatures are images you can use on checks, purchase orders, and receipts. You add and edit signatures from Treasury, Settings.

When you upload a new signature, you name the image, make it active or inactive, and select which subledgers can use the signature.

  1. On the Settings page, under Communications, select Manage signatures.

  2. Select New.

  3. Enter the name of the signature and set the status.

  4. Select the subledgers for the signature.

  5. To upload a signature image, select Attach file.

    Note: When you upload an image, you can edit and crop the image to fit the space.

  6. Select Save and then Done.

To edit or delete signatures, select Treasury, Settings. Under Communications, select Manage signatures.

Edit — To edit a signature, select the pencil next to the signature. When you edit a signature, you can change the status of it, change the subledgers, or replace the signature image.

Delete — To delete a signature, select the trashcan next to the signature you want to delete.